Mobile CRM

What is mobile CRM? Quite simply, it’s a system you can use to access, update and share your customer information on your mobile device. Whether you’re out and about at sales meetings, networking at events or travelling, you’ll have your entire CRM system at your fingertips, so you can close sales faster and make insightful decisions wherever you are. And with a cloud-­based system like Sales Cloud, every salesperson has access to the same data – with no worries about synchronisation or using out­-of-­date information.

With Salesforce mobile CRM your entire knowledge base travels with you. Information is updated on the go, whether it’s adding new contacts after a successful meeting or checking in on leads remotely so you can work while you travel. You’ll also have access to live dashboards giving you a complete, live picture of what’s happening across your business, even if you’re nowhere near the office.

A mobile CRM like Salesforce does more than just help your sales teams. It gives you the opportunity to use your CRM as a platform for your whole mobile strategy. With Salesforce1 Platform you can build powerful customer-facing apps using simple tools and with Service Cloud you offer live video customers service and support through their mobile devices.

Learn more about the benefits of mobile crm or see how you can run your business from your phone.

Making mobile CRM possible

Salesforce mobile CRM uses the power of cloud technology to give you big capabilities via your pocket-­sized device -­ or any system that can connect to the internet. Cloud-­based CRM has a number of advantages – not only can you work with enterprise­-scale data on a light, portable device, you also have the benefit of effortless syncing of information across multiple devices and locations. So everything’s in one place, and that place is wherever you want it to be.

With Salesforce1, you can do anything traditional online CRM software can do, but with complete freedom to choose where and when you do it. Making full use of the potential of mobile devices means you can use GPS to plan a trip in real time, or dial in to conference calls with a single tap. Salesforce mobile CRM can handle everything from setting up and managing marketing campaigns to updating your opportunities.

Businesses worldwide are starting to realise that mobile isn’t a device ­- it’s a platform. From shopping to social media, mobile devices are your customers’ first choice for an increasing range of daily activities. Shouldn’t your CRM be mobile­-first too?

Introducing the new
Salesforce1 Mobile App.

Introducing the new
Salesforce1 Mobile App.

One app. Infinite possibilities.

Here are the top three ways to get the most out of the Salesforce1 Mobile App.

Stay up to speed

Now you can get all the vital information you need fast, wherever you go. View your whole day at a glance with the new Today App. Drive quicker decisions with real-time data from Dashboards and Custom Reports. And see everything that’s important to you in seconds with Feed First design.

Take action from anywhere

Drive sales, align your team, and keep all your CRM current from anywhere. Manage Leads, Contacts, Accounts and Opportunities right from your phone. Use Collaboration to share ideas and files instantly with your team. And create, sort and review your To Do list with Tasks.

Make the app your own

It’s easy to customize the Salesforce1 Mobile App for your business. Add the Custom Actions you perform most in a fraction of the time. Build point-and-click Custom Apps and roll them out easily. And instantly deploy hundreds Salesforce1 Mobile Ready AppExchange Apps.

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